Providing You with Peace of Mind
Our team of experienced attorneys focuses its practice in the areas of estate planning, trust and estate administration, and estate litigation throughout Minnesota and other select localities. We understand that the estate planning and administration processes can present emotional and legal challenges, and that each individual and every situation is unique. Our estate planning attorneys offer peace of mind to clients by providing knowledgeable advice regarding estate planning and trust and estate administration matters in a straightforward manner.
A well-crafted estate plan accurately states your objectives and provides clear instructions on how to carry out your plan. We partner with our clients and their other trusted financial and business advisors to help implement their wishes and help make sure that the estate plan works as intended.
When a loved one passes, the process of administering the estate is often unfamiliar and daunting to the survivors. We help guide personal representatives, trustees and other fiduciaries though the trials, tribulations and challenges of an estate or trust administration.
We carefully listen to each client’s individual situation to identify and address areas of potential conflict when creating an estate plan or when assisting with the administration of an estate or trust. However, when conflict arises, our team is adept at aiding fiduciaries (trustees and personal representatives), beneficiaries and other interested individuals.
Our practice covers all key areas of estate planning and administration, including:
- ESTATE PLANNING
- INCAPACITY PLANNING
- WEALTH TRANSFER TAX PLANNING & TAX PREPARATION
- ESTATE & TRUST ADMINISTRATION
- BUSINESS SUCCESSION
- GUARDIANSHIP & CONSERVATORSHIP
- ESTATE & TRUST LITIGATION
Felhaber Estate Planning & Administration Experience
Our estate planning attorneys have extensive experience in all aspects of estate planning, wealth transfer, business succession, estate administration and litigation in Minnesota and other venues. Our attorneys and paralegals offer a range of experience and expertise in the following areas:
- Creation of core estate planning documents: Wills, Revocable Trusts, Powers of Attorney and Health Care Directives
- Planning for minor children
- Charitable planning during life and at death
- Vacation property and cabin ownership agreements
- Pre-Marital and Post-Marital Agreements
- Estate planning for non-U.S. citizens
- Estate planning for same-sex and unmarried couples
- Second marriages and blended families
- Business succession planning for closely-held and family businesses
- Planning for disabled beneficiaries
- Supplemental and Special Needs Trusts
- Powers of Attorney
- Health Care Directives
- Revocable Trusts
WEALTH TRANSFER TAX PLANNING & TAX PREPARATION
- Advanced Estate Planning such as Intentionally Defective Grantor Trusts (IDGT’s), Grantor Retained Annuity Trusts (GRAT’s) and Spousal Limited Access Trusts (SLAT’s)
- Gift trusts
- Life insurance trusts
- Charitable trusts
- Gift tax return preparation
- Fiduciary Income Tax Return Preparation
- Estate Tax Return Preparation
- Tax dispute or controversy
- State residency
- Assisting with carrying out your estate plan wishes
- Probate administrations
- Decrees of Descent
- Summary and Special Administrations
- Ancillary probate administrations
- Coordination of advisors including CPA, investment professionals and trustees
- Estate Tax Return preparation and review
- Representation of trustees for on-going irrevocable trusts
- Fiduciary Income Taxes
- Management and advice regarding distribution of assets
- Estate and trust accountings
- Beneficiary representation
- Judicial and Non-Judicial Trust Modifications
- Trust Decanting
- Administration of court supervised trusts
- Buy/sell agreements
- Business succession options
- Inter-family loans
- Valuation discount planning
- Minority interest gifts
- Corporate governance of family and closely-held businesses
GUARDIANSHIP & CONSERVATORSHIP
- Judicial appointment of Guardian or Conservator for incapacitated adults
- Judicial appointment of Guardian or Conservator for minors
- Financial Protective Orders
- Conservatorship accountings
- Guardian and conservator reports
- Guardianship and Conservatorship disputes and litigation
- Advice regarding Guardian or Conservator duties
- Representation of individual and professional Conservators
- Real estate sales by Conservator
